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Obermeyer Wealth Partners’s Timken Company TKR Stock Holding History

Obermeyer Wealth Partners’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-196
Closed -$8K – 260
2013
Q2 		$8K Buy
+196
New +$7.76K ﹤0.01% 291

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Obermeyer Wealth Partners's TKR Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Timken Company (TKR) in Q3 2013, closing a stake of 196 shares — an estimated $8K sold.

Obermeyer Wealth Partners first reported a position in TKR in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 350 funds tracked by Wall St. Rank hold TKR as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Timken Company position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 196 Timken Company shares in Q3 2013, an estimated $8K.
  • Obermeyer Wealth Partners first reported a position in Timken Company in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Timken Company position peaked at $8K in Q2 2013.
  • 350 funds tracked by Wall St. Rank held Timken Company as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.